Olivia Li Wenjun

非常荣幸,您来到我的个人网页。我是Olivia 李文君。2008年来到新加坡做为一个全额奖学金的学生,在新加坡最大公立医院ICU工作7年后,转行理财行业。入行之后我不断的去提升自己,结合自己的医疗背景,为客户转移潜在风险,精准配置。并且帮助客户做财务增值规划,让未来不确定的人生中有一份安心。非常尽心尽力的去服务我的每一位客户,不论您是刚毕业的年轻人,还是身价上亿的老总。希望我可以成为您在新加坡理财规划中的一个值得信赖的资源人士,为您货比三家,优中选优,在超过150家金融合作伙伴的产品中,配置最适合您的理财规划方案。

欢迎随时联系我–>请点击这里

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Passion, knowledge and a genuine interest in achieving the best for clients is what makes a truly professional Financial Adviser. Olivia Li Wenjun had this and more. Her dedication to clients, business excellence and education sets her apart and I would highly recommend her to anyone wanting to achieve better financial outcomes

Jason Liu

Enginner

Soooo thankful that I have my super knowledgeable , patient and considerate Financial Advisor Olivia Liwenjun. She shared with me about different Saving plans, Investment plans and Insurance products as well, and helped me choose the package which is most suitable to me. Knowing her and choosing her as my Financial Advisor really makes my endless benefits. You are the BEST Dearest Olivia Liwenjun! ??????

Ji xin

Senior SN

Financial advisory Ms Olivia Li wenjun She has done an amazing job in her career. She gives a lot of of advise for younger generation on how to manage their money which we need.

Tina Zhang

Senior SN

Olivia Li is very professional, she has been very patient and helpful, giving me great advice on my financial planning. Really appreciate her time and effort. Most importantly she can stand in my shoes and plan accordingly to my need.

Yu Jing

Assistant Manager

Olivia is very professional and knowledgeable about investment, insurance and other financial services. She is very approachable, kind, committed. she contributes a lot to my personal growth and financial growth. 去年一月 有缘结识 Olivia, 我们的人生早期太相似了 ! 而她的之后的 人生经历 太丰富了 ! 她读过的书,经历过的事,成为的样子, 都太棒了 ! 这些词 来形容她 都很合适: 身材纤细,妆容精致,勤奋努力, 优秀自律,大方得体, 对理财投资,变富变美 更是 100%专业。 对自己所做的事 有passion 的人 都是会自带光芒的 ️ 与优秀的人同形, 你也一定会变得优秀 ! Success is not to be pursed, it is to be attracted by the person you become. – Jim Rohn

Stacia Tian

Senior SN

Olivia, 5 stars given to her For the reason of: 1. Profesional, reliable and committed to her clients to reach financial independence and acculmulate long term wealth. 2. Self devoted to her clients in terms of, willingness of sharing of knowledge, great Coaching abilities in terms of good foresight into the current and future. 3. Moving ahead of the curve and fastest progression in terms of performance and career progression prospect. Do look out for her and support her fully.

Javier

Manager at 5 star hotel

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Li Wenjun Olivia 李文君

MAS REP No.: LW-300047750

Financial Advisory Manager

Olivia Li Wenjun

非常荣幸,您来到我的个人网页。我是Olivia 李文君。2008年来到新加坡做为一个全额奖学金的学生,在新加坡最大公立医院ICU工作7年后,转行理财行业。入行之后我不断的去提升自己,结合自己的医疗背景,为客户转移潜在风险,精准配置。并且帮助客户做财务增值规划,让未来不确定的人生中有一份安心。非常尽心尽力的去服务我的每一位客户,不论您是刚毕业的年轻人,还是身价上亿的老总。希望我可以成为您在新加坡理财规划中的一个值得信赖的资源人士,为您货比三家,优中选优,在超过150家金融合作伙伴的产品中,配置最适合您的理财规划方案。

欢迎随时联系我–>请点击这里

我擅长的是,新加坡住院险,寿险/重疾险规划,退休规划,基金投资建议,房贷介绍,遗嘱以及家族信托安排,家族办公室,传承规划,高净值私人财富管理等等。

做到真正的以客户为中心,一站式,全面的独立理财规划服务。

 

在2020,2021, 2022年,2023年连续获得了MDRT美国百万圆桌会员,

2020年获得公司的明日之星,以及公司优秀奖。

I achieved my  MDRT in year 2020,2021, 2022 and year 2023.

In the company level, I won the promising star award and FAQC Merit Award in year 2020 and FAQC Prestige Award in year 2021.

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Life insurance partners 寿险合作公司
0
Mortgage providers 银行房贷介绍银行
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Investment platform 基金交易券商平台

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新加坡CPFLife: 5大秘密! 99%的人不知道!
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新加坡SRS投资全攻略
第一部分:了解SRS 1. 什么是SRS? SRS,即新加坡退休辅助计划(Supplementary Retirement Scheme),是...
新加坡家族信托:传承财富的智慧选择
家族信托作为高净值人群财富传承的智慧之选,其独特的设计和功能使之备受推崇。通过委托信托机构管理家...
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